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Health-tourism agencies

Patient coordination for health-tourism agencies

Working with several clinics? Track quotes, insurance, flights, transfers and accommodation per patient in a single record.

  • Multilingual team management
  • Quote, insurance, transfer and hotel in one record
  • Mobile access in the field
Request a Demo See the workflow
  • Emma W. ENDo you offer airport transfer?EK
  • Hans B. DEAngebot für Zahnimplantate, bitte.MA
  • Ivan K. RUМожно ли сделать имплант за одну поездку?AT
  • Omar H. ARمرحبا، أريد معلومات عن زراعة الأسنانNB
Sample data

Sound familiar?

  • Dozens of messages, documents and bookings per patient
  • Leads writing in different languages
  • Coordinating clinics, hotels and transfer companies

Example scenario

An agency working with several clinics tracks quotes, insurance, flights, transfers and accommodation per patient. Agents talk to leads in their own languages.

Workflow

A patient journey at a health-tourism agency

  1. 1

    First message

    Leads write in their own language; each is assigned to an agent who speaks it.

  2. 2

    Clinic and quote

    A quote is prepared for the clinic you work with and sent to the patient.

  3. 3

    Insurance and documents

    Policy, passport and other documents are added to the patient record.

  4. 4

    Flight, transfer, hotel

    Travel steps are marked per patient and tasks are assigned to the operations team.

  5. 5

    Treatment and return

    Aftercare follow-up and check-up reminders run in the same record.

Patient coordination card

See each patient's quote, insurance, flight, transfer and hotel status on one card.

  • Step-by-step patient journey
  • Documents and notes
  • Task sharing
Emma W.UKPatient coordination
  1. QuoteApproved · 3 Nov
  2. InsurancePolicy.pdf
  3. Flight12 Nov · 14:20 · IST
  4. TransferAirport → Hotel
  5. Hotel12–19 Nov · 7 nights
  6. Clinic13 Nov · 10:00
Sample data

Automatic assignment by language

Assignment rules route every lead to an agent who speaks their language, and spread the workload evenly.

  • Rules by language and treatment
  • Balanced workload
  • One-click hand-over
James O.UK

Hi! Hair transplant price?

Assignment rule: Language: English · Treatment: Hair transplant

  • EKElif K.EN · FR
  • SYSinan Y.TR · EN
  • MAMaria A.DE · EN
  • ATAnna T.RU · EN
Hair transplantSample data

With Wease CRM

  • Multilingual team management

    Assignment rules by language and treatment send every lead to the right agent.

  • Patient journey steps

    Mark quote, insurance, transfer and accommodation steps for each patient.

  • Task sharing

    Assign tasks to your operations team and coordinate faster with team chat.

  • Mobile access

    At the airport or the clinic, reply instantly from the mobile app.

Frequently asked questions

We work with several clinics — how do we keep patients apart?

You can track treatment and journey steps in each patient record. Organisation-specific fields such as the clinic can be added as part of Custom Software.

Our agents work in different languages — how does assignment work?

You set assignment rules by language and treatment, and every new lead is routed to the right agent automatically.

How do we follow up at the airport or the clinic?

With the iOS and Android apps you get push notifications, search by lead ID and reply to conversations from anywhere.

Related articles

Other solutions

Demo

See Wease CRM with your own workflow

Fill in the form and our team will get in touch to plan a demo around your channels and team structure.

  • A demo tailored to your channels and team
  • Setup and migration plan
  • Plan and pricing recommendation
+90 546 182 50 00info@wease.io